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Vanguard Small-Cap ETF

2,382 hedge funds and large institutions have $41.4B invested in Vanguard Small-Cap ETF in 2026 Q1 according to their latest regulatory filings, with 145 funds opening new positions, 1,022 increasing their positions, 854 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 87

25% more call options, than puts

Call options by funds: $33.4M | Put options by funds: $26.7M

20% more repeat investments, than reductions

Existing positions increased: 1,022 | Existing positions reduced: 854

1% more funds holding in top 10

Funds holding in top 10: 202204 (+2)

1% more funds holding

Funds holding: 2,3652,382 (+17)

4% less capital invested

Capital invested by funds: $43.2B → $41.4B (-$1.89B)

5.19% less ownership

Funds ownership: 64.03%58.84% (-5.2%)

Holders
2,382
Holders Change
+17
Holders Change %
+0.72%
% of All Funds
29.34%
Holding in Top 10
204
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.99%
% of All Funds
2.51%
New
145
Increased
1,022
Reduced
854
Closed
87
Calls
$33.4M
Puts
$26.7M
Net Calls
+$6.74M
Net Calls Change
-$7.01M
Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
2026
North Ridge Wealth Advisors
Oregon
$240K
CCWM
2027
Correct Capital Wealth Management
Missouri
$239K
FMI
2028
F/M Investments
District of Columbia
$239K +$247K +911 New
AWM
2029
AAF Wealth Management
Massachusetts
$239K -$6.22K -23 -2%
RCS
2030
Retirement Capital Strategies
California
$238K
CCMG
2031
Clark Capital Management Group
Pennsylvania
$237K +$245K +905 New
FBB
2032
Fulton Breakefield Broenniman
Maryland
$237K -$1.35K -5 -0.6%
ACM
2033
Andina Capital Management
Utah
$237K -$129K -477 -35%
APW
2034
Aurora Private Wealth
New Jersey
$236K
SGCA
2035
Steel Grove Capital Advisors
Tennessee
$236K -$20.8K -77 -8%
PCM
2036
Park Capital Management
Wisconsin
$235K
EA
2037
Evergreen Advisors
Tennessee
$235K +$812 +3 +0.3%
FFG
2038
Frisch Financial Group
New York
$235K +$243K +898 New
LWA
2039
LifeGoal Wealth Advisors
New York
$235K
RWM
2040
Refined Wealth Management
Utah
$235K -$3.59M -13,270 -94%
CSA
2041
Cottage Street Advisors
Massachusetts
$234K +$541 +2 +0.2%
WCM
2042
Wealthcare Capital Management
Virginia
$234K +$242K +893 New
BWL
2043
Beacon Wealthcare LLC
North Carolina
$232K
WCM
2044
WLTH Capital Management
Arizona
$232K -$2.17K -8 -0.9%
TWD
2045
True Wealth Design
Ohio
$231K +$239K +882 New
MWM
2046
Melfa Wealth Management
Massachusetts
$231K +$8.39K +31 +4%
RWPA
2047
Richard W. Paul & Associates
Michigan
$231K +$7.04K +26 +3%
RIS
2048
Retirement Income Solutions
Michigan
$230K
DAS
2049
Daybright Advisory Services
Florida
$230K +$812 +3 +0.3%
NFP
2050
NorthLanding Financial Partners
New York
$230K -$27.1K -100 -10%